Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2020 • EIN 20-1994260

Jul 01, 2019 to Jun 30, 2020 • Filed on May 11, 2021

Organization ProfileN/A
38755 Brookside AveBeaumont, CA 92223

(951) 907-5826

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

93rd percentile

66%

Higher net margin than 93% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

64th percentile

17%

Faster asset growth than 64% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

88th percentile

53%

Faster revenue growth than 88% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$15,130

Up $2,150 (+17%) from 2019

Net Assets

Up

$82,694

Up $69,714 (+537%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin93rd percentile

Revenue

Up

$83,940

Up $29,142 (+53%) from 2019

Expenses

Down

$28,917

Down $21,486 (-43%) from 2019

Net Income

Up

$55,023

Up $50,628 (+1152%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$100K$50K$0Assets 2014: $5,697Net Assets 2014: $5,6972014Assets 2015: $8,929Net Assets 2015: $8,9292015Assets 2016: $12,672Net Assets 2016: $12,6722016Assets 2017: $7,142Net Assets 2017: $7,1422017Assets 2018: $8,585Net Assets 2018: $8,5852018Assets 2019: $12,980Net Assets 2019: $12,9802019Assets 2020: $15,130Net Assets 2020: $82,6942020Assets 2024: $8,457Net Assets 2024: $8,4572024Assets 2025: $9,306Liabilities 2025: $216Net Assets 2025: $9,0902025

Highlighted filing

2020

Assets$15,130
Liabilities-
Net Assets$82,694
Open 2020 Filing

Operations Trend

Revenue Growth88th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2014: $28,836Expenses 2014: $28,766Net Income 2014: $702014Revenue 2015: $33,584Expenses 2015: $30,352Net Income 2015: $3,2322015Revenue 2016: $35,213Expenses 2016: $31,470Net Income 2016: $3,7432016Revenue 2017: $38,824Expenses 2017: $44,354Net Income 2017: -$5,5302017Revenue 2018: $48,213Expenses 2018: $46,770Net Income 2018: $1,4432018Revenue 2019: $54,798Expenses 2019: $50,403Net Income 2019: $4,3952019Revenue 2020: $83,940Expenses 2020: $28,917Net Income 2020: $55,0232020Revenue 2024: $74,820Expenses 2024: $74,464Net Income 2024: $3562024Revenue 2025: $63,119Expenses 2025: $62,486Net Income 2025: $6332025

Highlighted filing

2020

Revenue$83,940
Expenses$28,917
Net Income$55,023
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 11, 2021
Return Version
2019v5.1
Gross Receipts
$128,882
Mission and Program Overview

Mission

Support Student Activities including educational assemblies; study trips; Winterfest; Celebrate the Arts; Celebrate Reading and Read-a-Thon; Field Trips; Harvest Festival and Carnival; math night; Author's Fair; and parent/student dances.

To bring the school and it's personal closer to the parents of the students.

Program Services

DescriptionGrantsExpenses
None$59,047$26,070
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALY CAPOTEPresident-$0--
Filing and Contact Details

Filer

Filer Name
Brookside Elementry Pta
EIN
20-1994260
Phone
9519075826
Address
38755 BROOKSIDE AVE, Beaumont, CA 92223

Signing Officer

Name
Maria Lodichand
Title
Treasurer
Phone
9519075826
Signed
2021-05-11
Discuss with paid preparer
No

Preparer

Firm
Hrb Tax Group Inc
Address
795 E SIXTH ST, BEAUMONT, CA 92223
Preparer
Samuel Willner
Phone
9519226619
Supplemental Narrative

Additional Explanations

FORM 990EZ PART III LINE 28 - STUDY TRIPS EXPENSES: $ 5830

“NONE”

Form 990EZ Part III Line 29 Read-A-thon 3776

“NONE”

Forn 990EZ Part III Line 30 Family Night - Harvist Carnival 3498

“NONE”

Form 990EZ Part III Line 31 Other Program Services 12967

“NONE”

Raw XML Appendix116 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MARIA LODICHAND
IRS990EZ/BooksInCareOfDetail/PhoneNum09519075826
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt038755 BROOKSIDE AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Beaumont
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092223
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012268
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014350
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt059047
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt055023
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0550
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt013048
IRS990EZ/Form990TotalAssetsGrp/EOYAmt015130
IRS990EZ/FundraisingGrossIncomeAmt010142
IRS990EZ/GamingGrossIncomeAmt052941
IRS990EZ/GrossReceiptsAmt0128882
IRS990EZ/InvestmentIncomeAmt08
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt011
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt013048
IRS990EZ/NetAssetsOrFundBalancesEOYAmt082694
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt013048
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt015130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ALY CAPOTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0780
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0780
IRS990EZ/OtherChangesInNetAssetsAmt014623
IRS990EZ/OtherExpensesTotalAmt028367
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO BRING THE SCHOOL AND IT'S PERSONAL CLOSER TO THE PARENTS OF THE STUDENTS.
IRS990EZ/ProgramServiceRevenueAmt06733
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0None
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt059047
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt026070
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt044942
IRS990EZ/SpecialEventsNetIncomeLossAmt018141
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt028917
IRS990EZ/TotalProgramServiceExpensesAmt026070
IRS990EZ/TotalRevenueAmt083940
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt059058
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt059058
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt016875
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt016875
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.77780
IRS990ScheduleA/PublicSupportTotal509Amt059058
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt059058
IRS990ScheduleA/Total509Grp/TotalAmt059058
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt075933
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt075933
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NONE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NONE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NONE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NONE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990EZ PART III LINE 28 - STUDY TRIPS EXPENSES: $ 5830
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990EZ PART III LINE 29 READ-A-THON 3776
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORN 990EZ PART III LINE 30 FAMILY NIGHT - HARVIST CARNIVAL 3498
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990EZ PART III LINE 31 OTHER PROGRAM SERVICES 12967
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0MARIA LODICHAND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09519075826
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BROOKSIDE ELEMENTRY PTA
ReturnHeader/Filer/BusinessNameControlTxt0BROO
ReturnHeader/Filer/EIN0201994260
ReturnHeader/Filer/PhoneNum09519075826
ReturnHeader/Filer/USAddress/AddressLine1Txt038755 BROOKSIDE AVE
ReturnHeader/Filer/USAddress/CityNm0Beaumont
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092223
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431871840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRB TAX GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0795 E SIXTH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BEAUMONT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092223
ReturnHeader/PreparerPersonGrp/PhoneNum09519226619
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Samuel Willner
ReturnHeader/ReturnTs02021-05-11T17:16:54Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,130
Liabilities
-
Net assets
$82,694
Revenue
$83,940
Expenses
$28,917
Net income
$55,023
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.31$0.22$9.09$63.1$62.5$0.63
2024Detailed filing. Detailed filing data is available for this year.$8.46$8.46$74.8$74.5$0.36
2020Detailed filing. Detailed filing data is available for this year.$15.1$82.7$83.9$28.9$55.0
2019Detailed filing. Detailed filing data is available for this year.$13.0$13.0$54.8$50.4$4.40
2018Detailed filing. Detailed filing data is available for this year.$8.59$8.59$48.2$46.8$1.44
2017Detailed filing. Detailed filing data is available for this year.$7.14$7.14$38.8$44.4$5.53
2016Detailed filing. Detailed filing data is available for this year.$12.7$12.7$35.2$31.5$3.74
2015Detailed filing. Detailed filing data is available for this year.$8.93$8.93$33.6$30.4$3.23
2014Detailed filing. Detailed filing data is available for this year.$5.70$5.70$28.8$28.8$0.07